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  1. Credit Card Reconciliation
  • December 22, 2022 21:41
  • Updated

How to edit a credit card

Goal:

  • Edit information on an existing credit card
  • Update Credit card information
  • Edit a Credit Card Number
  • Edit Users assigned to a credit card
  • add/remove users from a credit card

 

Steps:

  1. Select Settings

  2. Select Manage Bank and Credit Card Accounts under the Finance section.

  3. Select the tab credit card accounts, as shown in the picture below.                            ​

  4. Select the  options.png button on the right-hand side of the credit card you wish to update.

  5. Select Edit Credit Card Information. A new window will pop up with editing options.

  6. Edit the Credit Card as needed, and select Save when done.

 

Additional Information:

  • If you receive an error message stating that you can not update the credit card due to pending orders, this means some orders are linked to the credit card and must be fully processed before it can be removed or edited.
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